Florida Bill Paying, Bookkeeping, Insurance Filing, Organizing Paperwork for Florida seniors, elderly, and small business owners, . Elder care, Guardianship Assistance.
Elder Care Services
Small Business Owners
Mary Ellen Humphreys
American Association of Daily Money Managers
American Institute of Professional Bookkeepers
Better Business Bureau
Aging Life Care Associates
Florida State Guardianship Association
Florida Council on Aging
Bookkeeping Services PLUS
Florida Bookkeeping Services provides a variety of money management services to small business owners, baby boomers, and elders.
Daily Money Management
- Bill paying, preparing bank deposits, reconciling checking accounts and investment statements.
- Organizing tax documents including payroll information preparation, setup and maintain filing system, sort and discard unnecessary paperwork, prepare paperwork for taxes at year end.
- Work with your current system. Maintain records on Quickbooks or manually depending upon the client’s wishes.
Organize personal information, financial assets, estate documents, personal insurance, retirement benefits, residential data, personal property, and miscellaneous information.
Process insurance claims, review current policies, insurance information schedules, provide out of pocket medical expenses for taxes.
Schedule appointments and transportation as needed, coordinate inventory of residence for insurance purposes, recommend professionals regarding various services needed by the client
Stockbrokers: Review statements with client, work directly or indirectly with the stockbroker per client’s request
Organize or review documents needed for estate planning to be provided to the attorney per client’s request.
- Notary Public:
Notarize documents when necessary.
Florida Bill Paying, Bookkeeping Services, Insurance and Medicaid Filing, Organizing Paperwork, home for Florida seniors, small business owners, home-based businesses, elderly, and seniors.
Elder care services, Guardianship Assistance provided throughout Palm Beach County, FL: Boca Raton, Hypoluxo, Delray Beach, Boynton Beach,
Lake Worth, Lantana, Deerfield Beach, Pompano Beach, FL.